Performance Analyst

Elite Insurance Partners•Tampa, FL

3d•$80,000 - $100,000•Onsite

About The Position

Elite Insurance Partners (EIP) is a nationally recognized leader in the Medicare and life insurance space, consistently ranked as a Top Workplace and one of the fastest-growing insurance brokerages in the U.S. We’re passionate about helping families protect their future, and we’re looking for a Performance Analyst who can help us protect ours, by monitoring, analyzing, and optimizing the KPIs that drive our success. This isn’t a “build a report and call it a day” type of role. We’re seeking someone who is curious, forward-thinking, and eager to challenge assumptions. You’ll work cross-functionally with marketing, sales, operations, and leadership to ensure we’re not just hitting targets, we’re exceeding them. If you can spot a lagging indicator before it derails performance and know how to translate complex data into a clean, actionable dashboard, we want to meet you.

Requirements

2–4+ years in a performance, business, data, or operations analyst role
Strong experience with Power BI, Salesforce, Excel, SQL, and BI tools
Proven use of AI tools (ChatGPT, Copilot, Python GPT libraries, etc.) to automate analysis or generate insights
Comfortable working with large, messy datasets and turning them into clear, actionable recommendations
Deep understanding of KPIs, business performance metrics, and process optimization
Excellent communication skills, you can explain analytics to non-analytical stakeholders

Nice To Haves

Experience in insurance, call centers, marketing agencies, or high-growth environments
Contributing to or maintaining a data dictionary or KPI glossary
Owning a monthly/quarterly business review (MBR/QBR) process
Migrating reporting from spreadsheets to BI platforms
Python or R skills for deeper statistical analysis

Responsibilities

Monitor organizational performance trends and flag anomalies before they become problems
Analyze operational, financial, and strategic data to measure performance and uncover insights
Develop, maintain, and automate dashboards, scorecards, and KPI trackers in Power BI, Excel, and Salesforce
Use AI tools (ChatGPT, Power BI Copilot, Excel AI) to summarize trends, write reports, and streamline workflows
Enable non-technical users to extract insights through natural language querying and AI copilots
Partner with stakeholders to identify underperforming areas, root causes, and actionable improvements
Deliver clear, concise reporting to leadership — turning complexity into clarity
Build and refine KPI frameworks to ensure alignment with organizational goals
Conduct ad hoc deep dives to support high-stakes strategic decisions